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Kristian Charles Williams

Kristian Charles Williams

May 10, 2023

What is the SA100 form and how do I use it to file my Self Assessment tax return?

The SA100 is an online or paper form that you submit to the HMRC as the main part of your Self-Assessment Tax Return.

What is the SA100 form and how do I use it to file my Self Assessment tax return?

Broadly speaking the ‘SA100’ is the posh name for your self employed tax return form, one of many HMRC forms.

As you well know here at TAXO'D we think tax sucks (where do I send my tax return again?) and we want you to spend the least amount of time on it as possible.

Why not let TAXO'D handle your self-assessment tax return for you. No forms, No accountants, No stress. Let us handle your tax woes!

Still wanting to do things the old fashioned way? Then here is everything you need to know about the SA100 form with all the surplus taken out!

Who needs an SA100 form?

You must submit an SA100 form if you are:

  • Self-employed
  • A company director, minister, Lloyd’s name or member
  • Receiving an annual income of £100,000 or more
  • Receiving income from savings, investment or property
  • Planning to claim expenses or reliefs
  • Receiving child benefit and income is above £50,000
  • Receiving foreign income
  • Paying capital gains tax
  • A trustee.
TAXO'D blog - SA100

How do I fill out the SA100 form?

You do not need to fill out the SA100 form if you are using our already using our TAXO'D app. However, if you are still living in the dark-ages you will need to :

Go to this HMRC page:

  1. Choose the tax year – (ie the 2020 version is for the 2019/2020 tax year)
  2. download the SA100 form
  3. print it, fill it in, and submit it

It's worth reading the all-encompassing “How to fill your tax return” pdf found on the same HMRC page as this breaks down in more detail the process and parts of filling out the SA100 form.

How do I submit it?

Rather primitively, you still have an option to send your SA100 to HMRC by good old-fashioned snail mail but you are better off doing it online instead. HMRC are always quick to issue fines to anyone or anything who files late, so our advice is - Plan ahead and allow for this form to get out to you in good time. There is a major difference between the paper return and the online return to be aware of:

TAXO'D TOP TIP - The deadline for the paper tax return is October 31st. The deadline for the online tax returns is January 31st. give yourself 3 extra months and opt to file online.

Often you’ll also need to submit additional forms – depending on your tax situation:

If you need to fill out any of these additional forms just attach them to your SA100 form.

TAXO'D TOP TIP - Choose to file your SA100 online as you only need to attach these additional forms if filing via the post with a paper tax return.

When must I submit an SA100 form and is it best done online or by post?

As mentioned above, we recommend you file your tax return 2020 online simply because you have an additional 3 months to file.

If you would still prefer to file your SA100 form by paper, then you can download the SA100 form via HMRC’s website and send it to the following address:

Pay As You Earn and Self Assessment
HM Revenue & Customs
BX9 1AS

You will need your UTR to successfully submit your tax return so make sure to apply for your UTR at least 6 weeks before the tax deadline; because no one likes a penalty more than HMRC (unless you are Matt Le Tissier) That's some penalty-taking record ;-)

We hope we've highlighted the basics of the SA100 form and have shown you a slightly clearer road to filing your next self-assessment. 

Come and sign-up for a TAXO'D future because where we are going, we don't need roads.

Ah come on! Seriously. 

Why not let TAXO'D tax return app for freelancers handle all of your tax woes?

We provide an end-to-end tax solution for all freelancers and most self-employed tax payers. Record as you go, know what you owe and file direct to HMRC. No Green Form. No More Accountants. All from your phone or desktop.

TAXO'D is a salary tax calculator. You record as you go (on your phone or your computer) day by day, throughout the tax year. As the weeks unfold and you are actively recording your income and expenses. With TAXO'D personal tax app - you will see in real-time displays the tax and National Insurance that you owe.With TAXO'D tax return software know exactly what tax you owe and when you owe it. Simple.

TAXO'D mobile tax tool does away with the need for an accountant, saving you further money and time. If you are earning money independently and responsible for your own taxes then sign up today. And find out why TAXO'D is the best self assessment software for freelancers and contractors.

Tax Sucks! Spend less time and money on it with TAXO'D tax filing app

Disclaimer: This is simply a guide and should not be treated as tax advice. Contact HMRC directly if you need tax advice.

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TAXO'D blog Author

Kristian Charles Williams

Head of Growth, Partnerships & Mugician

A freelance human and one that resides in creative industries. For the best part I have been an independent musician and a (not-so-independent) composer.

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TAXO'D.  Beautiful, simple, award-winning, end-to-end accounting solution for freelancers. Record as you go. Know what you owe. Tax return, done. TAXO'D.  Beautiful, simple, award-winning, end-to-end accounting solution for freelancers. Record as you go. Know what you owe. Tax return, done. TAXO'D.  Beautiful, simple, award-winning, end-to-end accounting solution for freelancers. Record as you go. Know what you owe. Tax return, done.
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